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Politics : Formerly About Advanced Micro Devices
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To: Tenchusatsu who wrote (68609)8/12/1999 6:46:00 AM
From: Pravin Kamdar  Read Replies (2) of 1575422
 
Tenchusatsu,

If AMD produces 8 million Athlons in Q4, 2000 @ $200 ASP each, they would have revenues of $1.6 billion from Athlon alone. Probably with total revenues around $2.5 billion. Minus expenses of no more that $1.2 billion, you can see what could happen to the stock price. With 200 million shares (by then), they would have a profit of $6.50 per share for the quarter, or $26 for the year. With a conservative multiple of 20x, you have a share price of $520.

However, I think the market will only be able to consume about 4-5 million Athlons per quarter by the end of next year. This leaves capacity for maybe 5 million K6-III running at 600-750 Mhz in 0.18u copper.

Pravin.
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